Tasks and Events
The Activity Management features provided within the http://Salesforce.com platform can be utilised to schedule Tasks and Events. Events have a start and finish time, e.g. a meeting, while Tasks just have a target completion date (the Date).
To add a Task or Event click either New Task or New Event in the Open Activities section of the Record
Detail page. All activities will appear in a list. Click the filter icon to apply filters to the list of tasks or events.
Please see the http://Salesforce.com help pages for further information for:
- Managing Tasks
- Considerations in Using Events
When using these Help pages, you should refer to the sections relating to Salesforce Classic rather than Lightning Experience.
Atamis can configure a R-A-G field for you called Status (Graphic). If used, the default logic for this flag is:
● Blank if Task Date is > 30 days away and Task is still Open
● Amber if Task Date is <= 30 days away and Task is still Open
● Red if Task Date is in the past and Task is still Open
● Green if the Task has been Closed (Completed)
Calendars and Outlook Integration
Events can be viewed in a Salesforce calendar.
Please see the http://Salesforce.com help page on Calendar Views for further details.
Atamis can configure your system for two-way integration with Outlook. The setup for this integration may require approval from your IT Department as it requires you to install the Salesforce for Outlook Add-In. Contact support@atamis.co.uk to have this feature enabled.
8+
Updated